Tactical Growth Strategy
Strategy Overview
Objective
Designed to seek long-term capital appreciation by investing primarily in Exchange Traded Funds across multiple asset classes.
Is This Strategy Right for You?
A core strategy that prioritizes aggressive growth and benefits from a tax-efficient and transparent approach.
Intended for investors who have a high-risk tolerance and a long-term investment horizon.
Offers a diversified allocation across multiple growth and income generating asset classes.
Selection Process & Approach
1. Determine Equity Exposure. Maximize growth potential while reducing volatility when risk outweighs return.
2. Select ETFs with market and sector exposures that can potentially provide solid returns.
3. Manage Risk. Continuously monitor positions to ensure appropriate investment exposure.
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